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Jan 31, 2024
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you're a big tech guy, i can tell.o politics, president biden says there's nothing more he can do about the board or crisis. roll tape -- border crisis. >> i've done all i can do. just give me the power. i've asked the very day i got in office. give me the -- [inaudible] stuart: have you noticed every time he speaks in public it's got the roar of helicopters in the background so you can't hear what he's saying? will cain joining me. all right, will, has biden done all he can do to fix the border? >> come on. come on, stuart, he's done all he can to whats orer bait the problem at the border -- exacerbate. he's literally taken proactive measures to make sure the program remains. taking away remain in mexico, literally taking down the border wall and selling it off for scraps. yeah, he's done all he can to stop the crisis at the border. he's done all he can to exacerbate the crisis at the border. stuart: i think you're right. and it's not going to get any better in the immediate future. i want to segway to another story a
you're a big tech guy, i can tell.o politics, president biden says there's nothing more he can do about the board or crisis. roll tape -- border crisis. >> i've done all i can do. just give me the power. i've asked the very day i got in office. give me the -- [inaudible] stuart: have you noticed every time he speaks in public it's got the roar of helicopters in the background so you can't hear what he's saying? will cain joining me. all right, will, has biden done all he can do to fix the...
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Jan 19, 2024
01/24
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this is big tech i'm talking about. what say you?n impressed with meta and a lot of big tech stocks and stuart, even last couple days it's as if the market narrowed its big tech leading the charge and accused in the new all time high and i don't think you fight the tape and long year and it's a hell of a lot of volatility and especially as you mentioned interest rates are on the way up again and i think now regardless of position of big tech and it's good to have powder dry and keep your options open. stuart: just out of interest and 23409 your hedge fund but a normal person's portfolio, what proportion of normal person's portfolio should be in big tech? >> i think honestly, stuart, depends on the individual per se. i don't have a particular recommendation like that but even if you own the s&p 500 and even the conservative index fund and a big pusher is not just in big tech but a small number of names and that's why i'm bringing them with exotic names and they're not so exotic and there's more to life than just big tech and it's off
this is big tech i'm talking about. what say you?n impressed with meta and a lot of big tech stocks and stuart, even last couple days it's as if the market narrowed its big tech leading the charge and accused in the new all time high and i don't think you fight the tape and long year and it's a hell of a lot of volatility and especially as you mentioned interest rates are on the way up again and i think now regardless of position of big tech and it's good to have powder dry and keep your...
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Jan 19, 2024
01/24
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is the big tech rally, right?hat, we've seen that over the last eight or nine weeks, we saw that with taiwan semi, they came out with that the announcement the other day about a solid quarter, about what they're going to do in terms of providing chips to nvidia and all the other ones that are right in the middle of the a.i. boom. and, look, a.i.'s not going wee. you saw everything that happened in the world economic forum in term des of where a.i.'s going, everything everyone has to be worried about. a.i.'s here's to -- here to stay, but it is behind this rally that we're seeing. stuart: but i want to see the results of a.i. in the companies, in the big tech companies, and we'll see those results over the next couple of weeks. >> right. tooth think i think this goes as farah as a.i. is contributing to serious profit gains for big tech. what say you? >> well, that's true, but i think you have to look just beyond what the forward guy dance is. you have to think outside the box and think really ahead. what's in it fo
is the big tech rally, right?hat, we've seen that over the last eight or nine weeks, we saw that with taiwan semi, they came out with that the announcement the other day about a solid quarter, about what they're going to do in terms of providing chips to nvidia and all the other ones that are right in the middle of the a.i. boom. and, look, a.i.'s not going wee. you saw everything that happened in the world economic forum in term des of where a.i.'s going, everything everyone has to be worried...
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Jan 30, 2024
01/24
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i think incrementally you need to be very selective in big tech. what you are going to own and what you need to take profits out of and move forward. the advantage is not as robust from a valuation margin standpoint as i saw in 2023. katie: it sounds like you're saying it's not necessarily risen to sell big tech. the road ahead isn't as rosy as the one behind us. david: take broadcom. we talk about the magnificent seven. i like to say it's really an elite eight. broadcom in the last two years has pretty much matched nvidia's price gains within a nickel or so but without the drama of 2022. broadcom has a valuation on parity with the s&p 500. a dividend growth rate of 15%, a good free cash flow margin and i think that's one of the big tech names you can still own in a good proportion along with microsoft and apple. maybe less so to some of the other big tech that are not growing their dividends because they are not paying a dividend. katie: you think about in those big tech names you mentioned amazon for example famously does not offer a dividend. is
i think incrementally you need to be very selective in big tech. what you are going to own and what you need to take profits out of and move forward. the advantage is not as robust from a valuation margin standpoint as i saw in 2023. katie: it sounds like you're saying it's not necessarily risen to sell big tech. the road ahead isn't as rosy as the one behind us. david: take broadcom. we talk about the magnificent seven. i like to say it's really an elite eight. broadcom in the last two years...
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Jan 22, 2024
01/24
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big tech — we're hearing some good things, some lay—offs as well? sure.big tech is going through — for 2024, certainly they've had a great start, but i do think they will slow down somewhat because of the things you talk to. their earnings were slowed somewhat because costs are higher. i do think that the ai—related sectors within the big tech will do better just because there's a phenomenal amount of growth. but every part of big tech is going to experience slowdown because of high escalation in costs. 0n the other hand, i do think some of the more cyclical sectors like the consumer sector and everything else should start to do better this year, because the economy is not doing too badly. and with the interest rates potentially being cut towards the end of this year, we do think that those sectors will start to do quite well. not so much concern about all that conflict in the middle east? look, there is, but what's interesting is a barometer for investors�* concern from the middle east conflict is the oil prices. interestingly, oil prices had been headin
big tech — we're hearing some good things, some lay—offs as well? sure.big tech is going through — for 2024, certainly they've had a great start, but i do think they will slow down somewhat because of the things you talk to. their earnings were slowed somewhat because costs are higher. i do think that the ai—related sectors within the big tech will do better just because there's a phenomenal amount of growth. but every part of big tech is going to experience slowdown because of high...
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Jan 24, 2024
01/24
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some of the other big tech companies in the united states. they are talking about raising the 2025 outlook. dennis quaid a bit of foresight. their operating profit rose to roughly 12 billion euros as a result. we will ask the ceo about their plan and where the hiccups might actually be 12 months ahead in the interview. if you are in new york, 2:42 for you. christian client will be diving into all of those details for us. that is your micro story. talk a little bit about what this is doing. features are higher by about .7%. a lot of optimism coming from here, the s&p story. the big tech conversation that drove those u.s. gains showing up in europe as well. they are not enjoying that same move. it really comes down to the big tech story. higher by .4%. that is where you see that optimism. monetary policy is in the background. we had quit a few central-bank meetings coming up this week and next week. i believe that is coming up on the week of the 29th. it is sustainably staying above 4%. this is significant. there is that dialogue that european
some of the other big tech companies in the united states. they are talking about raising the 2025 outlook. dennis quaid a bit of foresight. their operating profit rose to roughly 12 billion euros as a result. we will ask the ceo about their plan and where the hiccups might actually be 12 months ahead in the interview. if you are in new york, 2:42 for you. christian client will be diving into all of those details for us. that is your micro story. talk a little bit about what this is doing....
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Jan 31, 2024
01/24
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what is the implication of these big tech i implication of these big tech companies pushing where toe their investment into ai? what are the implications for us as consumers? i ai? what are the implications for us as consumers?- ai? what are the implications for us as consumers? i think at the end of— for us as consumers? i think at the end of the _ for us as consumers? i think at the end of the day, _ for us as consumers? i think at the end of the day, we - the end of the day, we think that given how intensive it is, we believe that it is getting bigger, so we believe that the tech leaders, particularly in the us, will extend their leadership. i think in the last 12 months, the focus has been a bit more on enterprise, as he pointed out. we are seeing a bit of democratic of ai from consumers like us with the launch of copilot, basically with al on launch of copilot, basically with alon smartphones, and pcs, so we are going to see mainstream auction of ai. so when i mentioned earlier ai contribution on a company level, but the rising options and consumers come i think it is only a mat
what is the implication of these big tech i implication of these big tech companies pushing where toe their investment into ai? what are the implications for us as consumers? i ai? what are the implications for us as consumers?- ai? what are the implications for us as consumers? i think at the end of— for us as consumers? i think at the end of the _ for us as consumers? i think at the end of the day, _ for us as consumers? i think at the end of the day, we - the end of the day, we think that...
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Jan 31, 2024
01/24
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annabelle: look at some of the big movers we are tracking today in terms of big tech, we had microsofting numbers after hours, disappointing investors on a couple of different metrics. we saw alphabet surge revenue missing and the headline for microsoft was the focus on cloud growth that fell short of what some on wall street were expecting. big tech under pressure today, the other story we are tracking is the samsung earnings that came out. we did see it generating a profit beat in the final reading, but still it was a one-time tech gain that helped it along. more ahead, this is bloomberg. ♪ paul: some breaking news out of australia, fourth-quarter cpi coming in weaker than expected. cpi slowing, the expectation was for or .3%, a big slowdown from what we saw in the third quarter when we had 5.4%. stripping out some of the volatile items, slower than anticipated as well. the survey was for 4.3%. the big slowdown from the 5.2% we saw back in the third quarter. let's look at how the market is reacting, the aussie dollar dipped below 66 u.s. cents on that news. the asx turning sharply po
annabelle: look at some of the big movers we are tracking today in terms of big tech, we had microsofting numbers after hours, disappointing investors on a couple of different metrics. we saw alphabet surge revenue missing and the headline for microsoft was the focus on cloud growth that fell short of what some on wall street were expecting. big tech under pressure today, the other story we are tracking is the samsung earnings that came out. we did see it generating a profit beat in the final...
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Jan 18, 2024
01/24
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again largely on some of the big tech names. and they have the nasdaq up again in the lead. a run of a pretty solid data that will be near their highs. getting a lift
again largely on some of the big tech names. and they have the nasdaq up again in the lead. a run of a pretty solid data that will be near their highs. getting a lift
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Jan 31, 2024
01/24
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families harmed by big tech decisions have no means of redress.o illustrate how dangerous this is, consider it a change meta made last month that carries grave consequences for children. every year, meta submits tens of millions of cyber tips to the national center for missing and exploited children, concerning the platforms. each cyber tip involves a victim exploitation, like a child being sexually abused in a photo that's been traded endlessly online or child who is being coerced extorted or groomed or sold for sexual purposes. in december meta announced it's rolling out end to end incryption by default on facebook and messenger platforms. because of this change meta will no longer use certain tools to detect and report exploitation. encryption can be a tool for privacy but to kneecap their own. meta employees warned internally this would greatly diminish the ability to find online child exploitation and immediately soupeded the alarm. called adoption of end to end encryption, quote, a devastating for child exploitation. and the encryption switc
families harmed by big tech decisions have no means of redress.o illustrate how dangerous this is, consider it a change meta made last month that carries grave consequences for children. every year, meta submits tens of millions of cyber tips to the national center for missing and exploited children, concerning the platforms. each cyber tip involves a victim exploitation, like a child being sexually abused in a photo that's been traded endlessly online or child who is being coerced extorted or...
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Jan 30, 2024
01/24
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take a look at big tech names. we have big week of earnings for the big tech names. alphabet, microsoft today after the closing bell. meta and microsoft actually moving higher. meta up 1% and alphabet, amazon and apple, they're all moving lower. apple down nearly 2%. 10-year treasury yield moving lower and now a little higher. up two basis points at 4.09%. all right, now this, president biden facing fresh calls to retaliate against iran. sean duffy joins me now. great to see you, sean. if you go back in history, jimmy carter's presidency was destroyed over his conflicts with iran. could history repeat itself? do we need a strong response? >> well, i think no response getting more aggress, ashley. we need military response or response to the revenue source, which is oil. you can't sit and allow multiple attacks and dead american soldiers and think that'll beget pause because it will not. what's nassau county fating, i don't understand why -- what's fascinating is i don't understand why this administration has been passive all along and we would obviously know the atta
take a look at big tech names. we have big week of earnings for the big tech names. alphabet, microsoft today after the closing bell. meta and microsoft actually moving higher. meta up 1% and alphabet, amazon and apple, they're all moving lower. apple down nearly 2%. 10-year treasury yield moving lower and now a little higher. up two basis points at 4.09%. all right, now this, president biden facing fresh calls to retaliate against iran. sean duffy joins me now. great to see you, sean. if you...
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Jan 26, 2024
01/24
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stuart: now, the big tech stocks this week have largely moved up. it's been a big tech rally.ek we get their earnings reports and the market's gone up in advance of those earnings reports. so what do you expect to see? >> so here's what i expect. out of asml, we got great news. out of taiwan semi, great news. and that suggests we should then hear great news coming out of the big seven and the oh tech names that are going to report. now, here's the deal, is it going to be as strong as both taiwan semi and asml made it sound? if it is, i think the market has more room to go. on the other hand, you could have that buy the rumor, sell the news type of reaction where you'll get the trader types that'll be locking in these profits that we've seen in these names. but as a long-term investor, that's not going to change my mind at all. i'm not selling any of the names they own even if they go up further or they go down. i'd buy more on the way downing i'm not setting -- selling on the way up. stuart: next week is a test of big tech. that's -- a.i., that's what this is all about a. >> t
stuart: now, the big tech stocks this week have largely moved up. it's been a big tech rally.ek we get their earnings reports and the market's gone up in advance of those earnings reports. so what do you expect to see? >> so here's what i expect. out of asml, we got great news. out of taiwan semi, great news. and that suggests we should then hear great news coming out of the big seven and the oh tech names that are going to report. now, here's the deal, is it going to be as strong as both...
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Jan 22, 2024
01/24
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i do think big tech _ things and some lay-offs. i do think big tech is _ things and some lay—offs.think big tech is going through... they had a good start, but i think it will slow down somewhat. the costs are higher and i do think ai related sectors within the big tech will do better. every part is going to experience slow down because of higher escalation and costs. i do think some of the more cyclical sectors should start to do better this year because economy is not doing too badly. with an interest rate potentially being cut, we do think those sectors will do quite well. think those sectors will do quite well-— quite well. not so much concerned _ quite well. not so much concerned about - quite well. not so much concerned about all- quite well. not so much| concerned about all that conflict in the middle east? what's interesting is a barometerfor what's interesting is a barometer for investors concern for middle east conflicts is the oil prices, they have been hitting lower. it seems to have no stop to... it's mainly because in general, there look at globally in terms of demand
i do think big tech _ things and some lay-offs. i do think big tech is _ things and some lay—offs.think big tech is going through... they had a good start, but i think it will slow down somewhat. the costs are higher and i do think ai related sectors within the big tech will do better. every part is going to experience slow down because of higher escalation and costs. i do think some of the more cyclical sectors should start to do better this year because economy is not doing too badly. with...
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Jan 18, 2024
01/24
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they are warning big tech.ey verify its authenticity in march 2020 and then big tech that they are meeting with weekly asked a direct question. is this real or is it disinformation? they refused to give the truth. no, to me, that would be defined as election interference. they shouldn't have been meeting with big tech anyway unless there was a specific reason to meet with them. >> i agree with that. the only good news is the justice department finally seems to be doing the right thing. it is coming out against hunter biden and opposing is lawsuit about the whistleblowers. it's admitting that the laptop israel. now focusing the justice department coming in and saying this whole bizarre thing. >> one second. they are admitting it now, but they knew in the fall of 2020. they were the ones morning big tech weekly. and when big tech asked for verification they knew the truth and refused to tell them the truth. that, to me, is deep state involvement that should never happen in this country. that's not the role of the
they are warning big tech.ey verify its authenticity in march 2020 and then big tech that they are meeting with weekly asked a direct question. is this real or is it disinformation? they refused to give the truth. no, to me, that would be defined as election interference. they shouldn't have been meeting with big tech anyway unless there was a specific reason to meet with them. >> i agree with that. the only good news is the justice department finally seems to be doing the right thing. it...
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Jan 29, 2024
01/24
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we have a big week for tech earnings. i would start with alphabet microsoft, they come out tomorrow. i said this sometime ago this is all about a.i. for these two companies this is the performance of a.i. >> this is a big week, we have 10 trillion in total market cap coming to the market and tomorrow is especially important. behind the meteor rise in the value of tech stocks that have driven s&p 500 is the hype regarding a.i. both of these companies have invested billions and billions of dollars in a.i. now we have to see if the billions of dollars are justifiable in their current prices. it's the most important week of the earnings season and i think will learn a lot tomorrow as to whether a.i. is real or hyped. stuart: apple reports thursday, the issue there, is that the iphone sales in china? >> apple we set up a four on the show as goes apple, so goes the market. here you have obvious from what we saw on fox, and we see a decline in production in china of iphones. i anticipate we will see a slowdown but if you look at
we have a big week for tech earnings. i would start with alphabet microsoft, they come out tomorrow. i said this sometime ago this is all about a.i. for these two companies this is the performance of a.i. >> this is a big week, we have 10 trillion in total market cap coming to the market and tomorrow is especially important. behind the meteor rise in the value of tech stocks that have driven s&p 500 is the hype regarding a.i. both of these companies have invested billions and billions...
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like the world of big tech took a similar view. all of a sudden people were wondering if a child g p t powered version of microsoft thing could be about to topple. google's domino ends in search. but this is about a whole lot more than a few tech companies trying to i do each other. the way generate of a i is integrated into our search engines. will have a profound influence on how we access information. and by extension on our understanding of the world, is this big implications for who gets to decide? what is the future of a i, one of the things that machine with large language models i've tried to be, is there a lot of problems they can generate text, that's really impressive. in many ways it can be very convincing. it's very good quality text. but because it's trained on the data on the internet, the database of this and models has all of the problems that exist in the text on the internet. so if prompted in the wrong way, these models can produce text, it is hostile toxic or bias. it's difficult weighs uh the models themselves
like the world of big tech took a similar view. all of a sudden people were wondering if a child g p t powered version of microsoft thing could be about to topple. google's domino ends in search. but this is about a whole lot more than a few tech companies trying to i do each other. the way generate of a i is integrated into our search engines. will have a profound influence on how we access information. and by extension on our understanding of the world, is this big implications for who gets...
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Jan 31, 2024
01/24
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plus big tech ceos on capitol hill. the panel coming up next. ♪ ♪ jardiance! ♪ ♪ it's a little pill with a big story to tell ♪ ♪ i take once-daily jardiance ♪ ♪ at each day's start! ♪ ♪ as time went on it was easy to see ♪ ♪ i'm lowering my a1c! ♪ jardiance works twenty-four seven in your body to flush out some sugar. and for adults with type 2 diabetes and known heart disease, jardiance can lower the risk of cardiovascular death, too. serious side effects may include ketoacidosis that may be fatal, dehydration that can lead to sudden worsening of kidney function, and genital yeast or urinary tract infections. a rare, life-threatening bacterial infection in the skin of the perineum could occur. stop jardiance and call your doctor right away if you have symptoms of this infection ketoacidosis, or an allergic reaction. you may have an increased risk for lower limb loss. call your doctor right away if you have symptoms of infection in your legs or feet. taking jardiance with a sulfonylurea or insulin may cause low blood su
plus big tech ceos on capitol hill. the panel coming up next. ♪ ♪ jardiance! ♪ ♪ it's a little pill with a big story to tell ♪ ♪ i take once-daily jardiance ♪ ♪ at each day's start! ♪ ♪ as time went on it was easy to see ♪ ♪ i'm lowering my a1c! ♪ jardiance works twenty-four seven in your body to flush out some sugar. and for adults with type 2 diabetes and known heart disease, jardiance can lower the risk of cardiovascular death, too. serious side effects may include...
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Jan 26, 2024
01/24
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the new investigation into the massive investments by big tech. massive investments by big tech. ♪ when better money habits® content first started coming out, it expanded what i could do for special olympics athletes with developmental needs. thousands of bank of america employees like scott spend countless hours volunteering to teach people how to reach their financial goals. it felt good. it felt like i could take on the whole world. when your gut is out of balance, your body gives you signs. so if you're frustrated with occasional bloating... ♪♪ [stomach noises] gas... or abdominal discomfort... help stop the frustration and start taking align every day. align probiotic was specifically designed by gastroenterologists to help relieve your occasional digestive upsets. so you can enjoy life. when you feel the signs, it's time to try align. >>> the federal trade commission is launching an investigation into big tech's multi-billion dollar investment nos into artificia artificial intelligence. our steve sedgwick is here to break it all down for us
the new investigation into the massive investments by big tech. massive investments by big tech. ♪ when better money habits® content first started coming out, it expanded what i could do for special olympics athletes with developmental needs. thousands of bank of america employees like scott spend countless hours volunteering to teach people how to reach their financial goals. it felt good. it felt like i could take on the whole world. when your gut is out of balance, your body gives you...
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Jan 31, 2024
01/24
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into the rest of the year, what is your outlook for how big tech is going to make use of ai?l be see more job losses as they look to lean on its? i wouldn't call it necessarily job losses, but definitely i think there will be some impact. i think there was a very interesting study recently by the imf also that they will be back eventually. the way i see it is i think and i can definitely also help us in terms of financing our productivity. i can definitely see it helping in myjob. i think we definitely need to rescale. and perhaps it will also create a new category, these did not even exist, but that is a mainstream job these days. another story making headlines... ajudge in delaware has voided the $56 billion pay package of elon musk, calling it an "unfathomable sum" that was unfair to shareholders. the tesla boss did not indicate if he would be appealing the decision, in the case brought on by a shareholder. mr musk appeared to respond to the ruling in a post on x, saying... shares of the company fell by around four represents in after—hours trading. let's turn our attentio
into the rest of the year, what is your outlook for how big tech is going to make use of ai?l be see more job losses as they look to lean on its? i wouldn't call it necessarily job losses, but definitely i think there will be some impact. i think there was a very interesting study recently by the imf also that they will be back eventually. the way i see it is i think and i can definitely also help us in terms of financing our productivity. i can definitely see it helping in myjob. i think we...
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Jan 22, 2024
01/24
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katie: don't be scared of big tech, thank you so much.ing disruptions on the red sea and how it's feeling inflation we will continue that conversation with brandon daniels next on wall street week daily with david westin. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. katie: wall street week tears every friday here on bloomberg but every day at this time, we will have wall street we conversation daily with david westin. it's great to see you. dani: thank you for welcoming me. i want to continue a conversation you just had about the red sea and supply chains. we turn to somebody who is an expert in supply chains and how technology may have helped things. brandon daniels is the ceo of x injure which was just -- - exeger which was just acquired. is this -- of the supply chains being affected going by the red sea? >> it's affecting the supply chain
katie: don't be scared of big tech, thank you so much.ing disruptions on the red sea and how it's feeling inflation we will continue that conversation with brandon daniels next on wall street week daily with david westin. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. katie: wall street week tears...
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Jan 23, 2024
01/24
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head of big tech earnings, traders piling into big tech. it will be interesting to see if these companies continue to deliver the results investors want or will there be some wobbles and disappointments? we will know soon next week. sonali: they crowd is lonely if it is in the same direction. another issue top of mind for investors is the election and voting is underway in the first republican primary in new hampshire. kaylee isn't manchester and joins me now -- is in manchester and joins me now. >> it is going to be about turnout today as this is two people competing in this republican primary. nikki haley and donald trump. the state election officials including david scanlan who joined us on bloomberg has suggested we could see record turnout today. he suggested north of 320,000. high turnout is what nikki haley might need to actually have a chance of getting close to donald trump or beating him in the granite state. she says this is her best chance to do that given this is a state that is heavily populated by independent, undeclared vote
head of big tech earnings, traders piling into big tech. it will be interesting to see if these companies continue to deliver the results investors want or will there be some wobbles and disappointments? we will know soon next week. sonali: they crowd is lonely if it is in the same direction. another issue top of mind for investors is the election and voting is underway in the first republican primary in new hampshire. kaylee isn't manchester and joins me now -- is in manchester and joins me...
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Jan 30, 2024
01/24
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ager's big tech sector obviously in focus.oft falling following disappointing results. we will be watching supplies of amd and a ishares as well after the second biggest computer maker gave a week forecast, echoing intel's view of the sector. annabelle: at into all the breaking lines, we had the boj releasing a summary of opinions from the boj meeting. a couple of headlines to tractors they are saying they will mull the end of negative rates if the 2% inflation goal comes into sight. we have an tracking mixed meetings coming through, but tokyo inflation, the latest one missing what economists had been expecting. another boj member did say conditions are increasing for the end of negative rates and that there is a need to start discussing when to exit that policy setting a lot of economists we are speaking to say april is the most likely time we are seeing. more ahead next with the opens in tokyo and seoul. this is bloomberg. ♪ >> this is "daybreak: asia." there is a lot for investors to be digesting this morning, we've had maj
ager's big tech sector obviously in focus.oft falling following disappointing results. we will be watching supplies of amd and a ishares as well after the second biggest computer maker gave a week forecast, echoing intel's view of the sector. annabelle: at into all the breaking lines, we had the boj releasing a summary of opinions from the boj meeting. a couple of headlines to tractors they are saying they will mull the end of negative rates if the 2% inflation goal comes into sight. we have an...
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Jan 19, 2024
01/24
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BLOOMBERG
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you don't want to run away from big tech. the enthusiasm is there, the flows are there and valuation. tech stocks have been able to deliver. guy: s&p driven by what is happening to the tech story. which takes us back to our question of the day, why is tech at a record high? joining us from san francisco, above though. and with this year's simon weiser. with the nasdaq cowering ahead, doesn't nasdaq powered by tech make sense? simon: when you go past the significant levels, you will get some follow-through but looking at this closely. tech is overbought, overvalued and overblown. there has been a huge surge in positioning, they've had of five-year net long, long duration attack is the most popular response to the fed rate cuts. everything is on one side and is very difficult to be confident that is what is going to happen. the expectations are so high it doesn't take much to disappoint them. alix: this feels like a readout of six months ago. what do you make of this? ed: he references the long data and in the context of big te
you don't want to run away from big tech. the enthusiasm is there, the flows are there and valuation. tech stocks have been able to deliver. guy: s&p driven by what is happening to the tech story. which takes us back to our question of the day, why is tech at a record high? joining us from san francisco, above though. and with this year's simon weiser. with the nasdaq cowering ahead, doesn't nasdaq powered by tech make sense? simon: when you go past the significant levels, you will get some...
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Jan 31, 2024
01/24
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BLOOMBERG
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it has been a disappointing earnings kickoff for big tech. google and microsoft are down following yesterday's results as both companies struggle to meet expectations when it comes to ai. it feels like for microsoft it is an interesting story because they did say that ai demand did help some of the revenue growth in the cloud but that does not seem like it is enough. jackie: one big factor here is they were reaching all-time highs coming into the report, so expectations were really high for microsoft. they did meet on revenue figures and an overall healthy report. the main driver of sales was azure, the cloud computing giant in the company, which sought revenue growth of 30% and six percentage points of this came from ai related services. the fact the company disclosed this figure for the second quarter in a row is giving investors some confidence that evidence of these ai bets actually paying off are there. however, it was not exactly enough because expectations were high. we did not get much on those office 36 five copilot figures. it is to
it has been a disappointing earnings kickoff for big tech. google and microsoft are down following yesterday's results as both companies struggle to meet expectations when it comes to ai. it feels like for microsoft it is an interesting story because they did say that ai demand did help some of the revenue growth in the cloud but that does not seem like it is enough. jackie: one big factor here is they were reaching all-time highs coming into the report, so expectations were really high for...
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Jan 25, 2024
01/24
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BLOOMBERG
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big tech just keep on rising. how much longer do you see this continue come in if you see pullbacks in stocks like intel, do you have positions on these prices? >> not on intel because i think there's fundamental weakness and concern about their business model. i think it's going to be up until we start seeing those rate cuts within the u.s., right now the expectation is that as rates steady next week, it's going to be about that trend. the 10-year yield, the five year yield, those are going to be the signals that will continue to -- the trend we saw for much of 2023, with the exception of ai. that continues whether you are a small are large-cap. as long as that is holding rates steady we will see that -- we will not see broad participation within u.s. stocks. paul: in terms of the rate cut expectations, their really healthy gdp numbers earlier today in the u.s.. we have a chart that illustrates out as well. blue expectations out of the water. what does this mean for the timetable from your point of view for fed e
big tech just keep on rising. how much longer do you see this continue come in if you see pullbacks in stocks like intel, do you have positions on these prices? >> not on intel because i think there's fundamental weakness and concern about their business model. i think it's going to be up until we start seeing those rate cuts within the u.s., right now the expectation is that as rates steady next week, it's going to be about that trend. the 10-year yield, the five year yield, those are...
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Jan 31, 2024
01/24
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tech is inflicting on our kids. tomorrow the senate judiciary committee will demand answers. hearings are important, but it's clear that we need legislation because the tech industry has failed on its own to protect our their profits, but they're not protecting our children. last year the committee unanimously reported five bills to combat the crisis of online child sexual exploitation. one of the bills i introduced is my bipartisan stop c sam act which will allow victims to hold these companies accountable for their failures it is an acronym for child sexual abuse material. p since the early days of the better than the companies have been allowed to act with near impunity. families have no means of redress. to illustrate how dangerous this is, consider the change meta made last month that carries grave consequences for children. every year meta submits tens of millions of cyber tips to the national center for missing and exploited children, known as nicmic. it involves a vic child exploitation like a child being se
tech is inflicting on our kids. tomorrow the senate judiciary committee will demand answers. hearings are important, but it's clear that we need legislation because the tech industry has failed on its own to protect our their profits, but they're not protecting our children. last year the committee unanimously reported five bills to combat the crisis of online child sexual exploitation. one of the bills i introduced is my bipartisan stop c sam act which will allow victims to hold these...
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Jan 22, 2024
01/24
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ALJAZ
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on big tech to help with detection. and the more that you have the people who build the tools, 5 synthesis for the creation of these a i'm images and content. participating and supporting detection, the more of that's gonna matter. sounds right, that no one knows more about the eyes than the companies developing them. but any listening to the warnings for decades, adobe is being challenging our confidence in what's really the name of it signature fight. so editing software has become of the face. i shop something now means to bend twist, store several pictures to, to reality. and the generative, hey, our features now being built into adobe products. take these powers and polasta steve into wells where perhaps nothing is quite what it seems, creates a wonderland. but adobe is aware of the dangers. the idea is like if we're going to create these powerful tools, if other companies, including adobe are creating powerful generated tools, we need to do it responsibly and we need to make sure that our users of these tools can
on big tech to help with detection. and the more that you have the people who build the tools, 5 synthesis for the creation of these a i'm images and content. participating and supporting detection, the more of that's gonna matter. sounds right, that no one knows more about the eyes than the companies developing them. but any listening to the warnings for decades, adobe is being challenging our confidence in what's really the name of it signature fight. so editing software has become of the...
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Jan 17, 2024
01/24
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big tech was pulling back because of over exuberance in hiring in 2023.logic is applying now so they are asking, why did we get through this last year? did tech right size enough and the answer seems to be no. >> what you're seeing now is back to basics and performance management. companies care about managing their people and their performance and they are making smart business decisions. this is a normal part of business. we were back to levels pre-covid that were below that now. it's still business which is having change and people are managing their performance but it's not the massive layoffs you saw in 2023. ed: i want to know the date eight you have, what are the three key takeaways you learn from that exercise? >> we learned that half of the companies are saying they think their teams will be back to pre-covid levels. we are seeing this shake out in the data. also from the data, 167,000 last year. to 16,000 the year before. this is very different in terms of what you are seeing year-over-year and we are back to about 5000 this year. what we are se
big tech was pulling back because of over exuberance in hiring in 2023.logic is applying now so they are asking, why did we get through this last year? did tech right size enough and the answer seems to be no. >> what you're seeing now is back to basics and performance management. companies care about managing their people and their performance and they are making smart business decisions. this is a normal part of business. we were back to levels pre-covid that were below that now. it's...
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Jan 31, 2024
01/24
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politicians from both parties say big tech firms are not doing enough to safeguard children from online in his opening remarks, republican senator lindsey graham took aim at mark zuckerberg. >> mr. zuckerberg, you and the companies before us, i know you do not need to be so but you have blood on your hands. [applause] you have a product that is killing people. >> putin was also -- zuckerberg was also questioned by josh hawley if you were asked if he would apologize to people in the room whose children's killed themselves as a result of social media conduct. [applause] >> i am sorry for everything you have gone through. the things that your families have suffered. this is why we invest so much and will continue efforts to make sure that no one has to go through the types of things your families affected suffer. >> our north america correspondent was at that hearing. i spoke to her earlier. >> i know you tried to put some questions to these tech ceos while they were walking in the room. they had some fiery exchanges with lawmakers. what stood out to you? >> the ceos did not answer any que
politicians from both parties say big tech firms are not doing enough to safeguard children from online in his opening remarks, republican senator lindsey graham took aim at mark zuckerberg. >> mr. zuckerberg, you and the companies before us, i know you do not need to be so but you have blood on your hands. [applause] you have a product that is killing people. >> putin was also -- zuckerberg was also questioned by josh hawley if you were asked if he would apologize to people in the...
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Jan 30, 2024
01/24
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FBC
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everyone wants to see how these big tech companies are doing with the latest earnings report. we've just gotten the latest read on jobs, the job turnovers. lauren: 9. 026 million jobs were open as of the final day of december, a little more than expected and the first increase in three months, labor market still tight. ashley: another one. this can be a market mover, consumer confidence. what do we hear? lauren: january from december, december at 108 to 114.8 in january, the highest in just three years since december 2021. the highest since 2021. the present situation was strong, people starting to feel better. ashley: thank you. no impact on the markets, still down across the board. now this. president biden's mental and physical health has been on the decline since he took office. watch this. >> >> president biden: we should not be locking people up, we should be making sure we change the circumstance and we did. i guarantee you we are going to end fossil fuel. let's get back up. we are decent, we are great, we are resilient people. vladimir putin's yeah, kleptocracy. the gu
everyone wants to see how these big tech companies are doing with the latest earnings report. we've just gotten the latest read on jobs, the job turnovers. lauren: 9. 026 million jobs were open as of the final day of december, a little more than expected and the first increase in three months, labor market still tight. ashley: another one. this can be a market mover, consumer confidence. what do we hear? lauren: january from december, december at 108 to 114.8 in january, the highest in just...
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Jan 30, 2024
01/24
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FBC
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even's waiting for big tech results after today.ning bell though, that's next. ♪ stop dragging my, top dragging my -- ♪ stop dragging my heart around ♪ you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go through a lot of pants. before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. known as a loving parent. known for lessons that matter. known for lessons that matter. known for being a free spirit. no one wants to be known for cancer, but a treatment can be. keytruda is known to treat cancer, fda-approved for 16 types of cancer. one of those cancers is advanced nonsquamous, non-small cell lung cancer, where keytruda is approved to be used with certain chemotherapies a
even's waiting for big tech results after today.ning bell though, that's next. ♪ stop dragging my, top dragging my -- ♪ stop dragging my heart around ♪ you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go...
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Jan 25, 2024
01/24
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FBC
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big tech falling and fading and too richly priced. the reality is right now they're below the 10-year average on evaluation basis and there's a lot of room to run. we know ai is propelling the growth and your beloved microsoft. last week i predicted we'd be over 400 before too long and retirement doing great. today's gdp print of better than expected 3.3% makes things really interesting for meta and google because they're driven primarily on advertising and so as the economy is reaccelerating, those are two of the big seven that are underlooked, a bit undervalue #-d relative to the rest. i don't personally own any, not making a recommendation and would never own facebook because i think zuckerberg is pure evil with what he does on social media and ties into the social media bans. stuart: that's a little strong. >> it is, but listen to jonathan hates versus frequency view with lex free burn on the podcast of knowledge of data on the negative effects on preteen girls and zuckerberg down plays and goes over profits than principles. funda
big tech falling and fading and too richly priced. the reality is right now they're below the 10-year average on evaluation basis and there's a lot of room to run. we know ai is propelling the growth and your beloved microsoft. last week i predicted we'd be over 400 before too long and retirement doing great. today's gdp print of better than expected 3.3% makes things really interesting for meta and google because they're driven primarily on advertising and so as the economy is reaccelerating,...
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Jan 22, 2024
01/24
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CNBC
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and big tech dominating the d.c. funding space with names like google and amazon spending $25 google and amazon spending $25 billion on venture funding whatever they may be. all that planning has paid off. looks like you can make this work. we can make this work. and the feeling of confidence that comes from our advice... i can make this work. that seems to be universal. i can make this work. i can make this work. no wonder more than 9 out of 10 clients are likely to recommend us. because advice worth listening to is advice worth talking about. ameriprise financial. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" bacon and eggs 25/7. you're darn right. solar stocks are up 20% with the additional hour in the day. [ clocks ticking ] i'm ruined. with the extra hour i'm thinking companywide power n
and big tech dominating the d.c. funding space with names like google and amazon spending $25 google and amazon spending $25 billion on venture funding whatever they may be. all that planning has paid off. looks like you can make this work. we can make this work. and the feeling of confidence that comes from our advice... i can make this work. that seems to be universal. i can make this work. i can make this work. no wonder more than 9 out of 10 clients are likely to recommend us. because...
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Jan 29, 2024
01/24
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CNBC
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big tech tuesday and thursday.se are the days. >> they don't get any bigger than microsoft expanding its lead over apple in the market cap race but both of those companies will also report results this weekend while those names continue to lead there's also been a flood of money into other high-quality names outside of the tech sector. let's bring in mike santilli for more on this high-quality problem. >> among all the major investment factors, value, momentum, dividend, yield, quality is the one that has performed the best. right up there with both over the last year and it's happened as there has been unevenness and overall earnings growth as the mag seven trend has taken hold but it's not just big cap tech that is benefiting. you will be talking about costco. that is a perfect example. high quality in retail and consumer staples vastly outperforming j.p. morgan over the other banks. these are just examples and the question it leads to is, are investors overpaying for the best? relative to what the other opportun
big tech tuesday and thursday.se are the days. >> they don't get any bigger than microsoft expanding its lead over apple in the market cap race but both of those companies will also report results this weekend while those names continue to lead there's also been a flood of money into other high-quality names outside of the tech sector. let's bring in mike santilli for more on this high-quality problem. >> among all the major investment factors, value, momentum, dividend, yield,...
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Jan 29, 2024
01/24
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a lot of the big tech cap companies.lity is being priced in, if we take a look at the vix futures curve, not very high at all, almost at a 14 handle. looking at the futures for may, 16. the yellow line is the vix futures for october. out of 20, some positioning. uncertainty. never a dull day for futures other than today. katie: as we were talking earlier, it's expected that we could see ipo's finally pickup this year. lynn martin joined surveillance earlier today to talk about new listings on the exchange. >> companies will be more disciplined on when they tap the public markets. they will want to articulate a path to probability that profitability -- to profitability. when companies come to the public markets, they will be public market ready. they will be able to articulate a very clear message to investors, to their shareholders that will enable them to thrive. katie: of course one company that is transitioning to the nyse today is flutter entertainment, the parent company of vandal on a debut today on the new york st
a lot of the big tech cap companies.lity is being priced in, if we take a look at the vix futures curve, not very high at all, almost at a 14 handle. looking at the futures for may, 16. the yellow line is the vix futures for october. out of 20, some positioning. uncertainty. never a dull day for futures other than today. katie: as we were talking earlier, it's expected that we could see ipo's finally pickup this year. lynn martin joined surveillance earlier today to talk about new listings on...
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Jan 31, 2024
01/24
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FBC
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blue when you follow big tech closely. what stood out for you in microsoft and google's report?auren: shocking numbers that ai is becoming $1 trillion opportunity. you are seeing monetization. we talk about how great ai could be but it is feeding into top and bottom lines of companies. it is monetization of it. microsoft is killing it, they said was a masterpiece, google may be less so in terms of enthusiasm but it is in the game of the profittaking given how far the stocks have run up. stuart: a fantastic run up. some of them are coming up, microsoft at 4 and 5. stay there, you are with me for the our. mastercard. lauren: they beat profit estimates, travel spending up 18%. if you look at the overall dollar value of the transactions on mastercard up 10%. stuart: lululemon. lauren: they are updating earnings guidance lower than first thought, stock is down 4%, they are dealing with excess inventory and disruptions. stuart: i remember when they started out. lauren: i couldn't believe the price of leggings. stuart: now it is $462. there is a buyout offer. lauren: it is 20 one dolla
blue when you follow big tech closely. what stood out for you in microsoft and google's report?auren: shocking numbers that ai is becoming $1 trillion opportunity. you are seeing monetization. we talk about how great ai could be but it is feeding into top and bottom lines of companies. it is monetization of it. microsoft is killing it, they said was a masterpiece, google may be less so in terms of enthusiasm but it is in the game of the profittaking given how far the stocks have run up. stuart:...
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Jan 17, 2024
01/24
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FBC
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shah, big tech did well in january last year.ry this year it's done okay with the exception of apple and tesla. now, you're a dip buyer. are you buying the dip in tesla or apple? >> no, or stuart, i'm not. as far as tesla goes, i think the bloom is off that rose, and it has been for a little while. all of 2023 they cut prices several times, they're trying to sell used vehicles, and that's impacting the price of new sales as a those vehicles' prices fall. i think it was hertz just decided they were going to be done with their evs, and that meant a big loss for tesla are. i think that the first mover advantage is over, and tesla is probably headed for some trouble. and apple, i think, has got its own problems including what's going on in china where they're losing market share as far as their senator phones go. -- smartphones go. stuart: which of the big tech stocks do you like and would buy now? >> i like the rest of the, say, magnificent five on dips. microsoft, 1000%. google, 100%. nvidia, of course, 100%. already having a stell
shah, big tech did well in january last year.ry this year it's done okay with the exception of apple and tesla. now, you're a dip buyer. are you buying the dip in tesla or apple? >> no, or stuart, i'm not. as far as tesla goes, i think the bloom is off that rose, and it has been for a little while. all of 2023 they cut prices several times, they're trying to sell used vehicles, and that's impacting the price of new sales as a those vehicles' prices fall. i think it was hertz just decided...
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Jan 29, 2024
01/24
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FBC
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show me big tech. these are people who are going to be reporting this week.'ve got meta, microsoft, amazon up, alphabet down slightly and the 10 year treasury yield have been coming down still coming down 410 is the yield right now, and now this. california governor gavin newsom really really wants to be the president, but he just can't come right out with it, because the sitting president is standing for re-election, so, is that a challenging biden directly, he appears as biden's greatest supporter. he's playing the good soldier. what he's really doing is waiting for the inevitable moment when our aging president steps aside and the democrats scramble for a replacement. there he is, young, handsome and dynamic gavin newsom. he's certainly saying all the rye things about biden. he told abc out we have the best three-year record of any modern american presidency. that's laughable. california is a border state. biden has no polling record on the border. newsom also says "its been hard globally these last six or seven years but again america stands tall, the ten
show me big tech. these are people who are going to be reporting this week.'ve got meta, microsoft, amazon up, alphabet down slightly and the 10 year treasury yield have been coming down still coming down 410 is the yield right now, and now this. california governor gavin newsom really really wants to be the president, but he just can't come right out with it, because the sitting president is standing for re-election, so, is that a challenging biden directly, he appears as biden's greatest...
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Jan 26, 2024
01/24
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BLOOMBERG
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what exactly is worrying the ftc about big tech's alliances here?u: they want to make sure the competitive landscape stays committed to -- competitive, and ties between old guard big tech and these new ai startups. the ftc making it clear that they are closely monitoring the industry in public workshop with the chair saying companies cannot use claims of innovation is cover for lawbreaking. the ftc said it sent subpoenas to five companies together information and what you're looking at is bots for openai, the maker of chatgtp, they are playing video games, part of what generated enormous excitement in the market over the last 14 months. the probe is focusing on investments but microsoft, amazon and alphabets google. the series of transactions that appear to have cemented alliances between the cloud server giants and the eating developers of ai software. microsoft, google, openai and and prop 8, this is an ai firm start up that began in 2021 and was created by a lot of employees who left openai and wanted to start their own firm. so there are concern
what exactly is worrying the ftc about big tech's alliances here?u: they want to make sure the competitive landscape stays committed to -- competitive, and ties between old guard big tech and these new ai startups. the ftc making it clear that they are closely monitoring the industry in public workshop with the chair saying companies cannot use claims of innovation is cover for lawbreaking. the ftc said it sent subpoenas to five companies together information and what you're looking at is bots...
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Jan 29, 2024
01/24
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BLOOMBERG
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next, big tech on deck. >> what has been propelling us higher is those big tech companies.nce. ♪ how am i going to find a doctor when i'm hallucinating? what do you think, fever monster? what about zocdoc? zocdoc? dr. castell has a great bedside manner. so many options. but dr. xichun will take your sketchy insurance. xi-chun! xi-chun, xi-chun, xi-chun! thanks, bro! you've got more options than you know. book now. jonathan: stocks on the s&p 500 unchanged. opening bell 43 minutes away. yields lower by four basis points. crude, $77.45, even with tension in the middle east. big tech on deck. >> when you think about what has been holding up the market is those big tech companies. they have an outsized influence not just in terms of price performance but earnings. we hope those companies deliver. jonathan: five of the magnificent seven do this week. microsoft, apple, medicine on -- meta-. these stocks have had quite a run. are these burnings going to back that up? mandeep: i think so. in the case of microsoft and meta, growth expectations are the highest. compare that to apple.
next, big tech on deck. >> what has been propelling us higher is those big tech companies.nce. ♪ how am i going to find a doctor when i'm hallucinating? what do you think, fever monster? what about zocdoc? zocdoc? dr. castell has a great bedside manner. so many options. but dr. xichun will take your sketchy insurance. xi-chun! xi-chun, xi-chun, xi-chun! thanks, bro! you've got more options than you know. book now. jonathan: stocks on the s&p 500 unchanged. opening bell 43 minutes...
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Jan 24, 2024
01/24
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FBC
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big tech on a tear.ount for 28% of the value of all 500 of the stocks in the s&p. now, it occurs to me, shah, that the these companies had better not disappoint if when they report their earnings next week. what are you expecting? >> i think some of them will outshine all expectations, and there'll be a couple, maybe, that will disappoint somewhat. but i don't think it matters anymore because at this point i don't think there are 7 now that we've broadened out a little bit. and and i wouldn't put tesla in that group anymore. they've had a little bit of a hard time. got earnings today, we'll see what happens. but the big cap, mega cap stocks continue to do well and will continue to do it because those are the companies whose earnings for the most part are going to be stellar throughout all 2024. we're going to see at 2023 q4 what they did, but 2024 i think they're going to continue to shine. that's why the market is bullish right now, because it's got a leadership group that's going to continue to lead. s
big tech on a tear.ount for 28% of the value of all 500 of the stocks in the s&p. now, it occurs to me, shah, that the these companies had better not disappoint if when they report their earnings next week. what are you expecting? >> i think some of them will outshine all expectations, and there'll be a couple, maybe, that will disappoint somewhat. but i don't think it matters anymore because at this point i don't think there are 7 now that we've broadened out a little bit. and and i...
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Jan 3, 2024
01/24
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we go from big tech to big health care, if we can.esity drugs could be worth $80 billion by 2030. we are going to take a deep dive into a market that's getting a lot of investor attention. that coming up next. this is bloomberg. ♪ ♪ kriti: welcome back to "bloomberg daybreak: europe." i am kriti gupta in london. markets getting a lot of attention from investors. bloomberg intelligence says anti-obesity drugs could be worth $80 billion by 2030. it is a sector dominated by novo nordisk and eli lilly. joined by sam fazeli from bloomberg intelligence for the deep dive. how much of this is a 2023 story? what kind of momentum do we see from big pharma? >> one of the key things we have noticed now is a similar thing that you have seen in the ai stocks. they started the year not looking pretty yesterday, right. i think there might be a risk of that going on this year, too, that people played the obesity wave or idea last year and now they are looking elsewhere in health care. that might be a trading situation. because this is, as you see the
we go from big tech to big health care, if we can.esity drugs could be worth $80 billion by 2030. we are going to take a deep dive into a market that's getting a lot of investor attention. that coming up next. this is bloomberg. ♪ ♪ kriti: welcome back to "bloomberg daybreak: europe." i am kriti gupta in london. markets getting a lot of attention from investors. bloomberg intelligence says anti-obesity drugs could be worth $80 billion by 2030. it is a sector dominated by novo...